TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.47M
3
+$1.6M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$643K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$514K

Top Sells

1
+$15.4M
2
+$5.48M
3
+$5.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.02M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.86M

Sector Composition

1 Consumer Discretionary 1.28%
2 Real Estate 0.49%
3 Industrials 0.38%
4 Consumer Staples 0.35%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29K 0.01%
728
102
$28K 0.01%
1,078
+4
103
$28K 0.01%
337
+1
104
$28K 0.01%
229
+2
105
$27K 0.01%
570
+7
106
$27K 0.01%
787
+4
107
$25K 0.01%
436
+4
108
$24K 0.01%
1,051
-5,407
109
$24K 0.01%
443
+1
110
$24K 0.01%
464
111
$23K 0.01%
327
-1,919
112
$23K 0.01%
+2,000
113
$22K 0.01%
+1,000
114
$22K 0.01%
802
+2
115
$21K ﹤0.01%
257
+2
116
$21K ﹤0.01%
297
117
$20K ﹤0.01%
248
+1
118
$19K ﹤0.01%
241
119
$16K ﹤0.01%
+300
120
$15K ﹤0.01%
246
-165
121
$14K ﹤0.01%
+100
122
$14K ﹤0.01%
+500
123
$13K ﹤0.01%
500
+177
124
$13K ﹤0.01%
504
-4,227
125
$12K ﹤0.01%
156
-48
3 4
5
6 7